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Invesco Dorsey Wright Financial Momentum ETF

41 hedge funds and large institutions have $43M invested in Invesco Dorsey Wright Financial Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% less ownership

Funds ownership: 46.55%46.36% (-0.19%)

13% less funds holding

Funds holding: 4741 (-6)

18% less capital invested

Capital invested by funds: $52.7M → $43M (-$9.66M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
41
Holders Change
-6
Holders Change %
-12.77%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
-$8K -153 Closed

PFI Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q1 2022, worth a combined $43M — down 18% from $52.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PFI and 6 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 11 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $650K. The largest seller was Royal Bank of Canada, cutting an estimated $1.76M.

  • 41 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q1 2022, down from 47 in Q4 2021.
  • Funds reported $43M of Invesco Dorsey Wright Financial Momentum ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q1 2022 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q1 2022 was IMC Chicago, an estimated $650K added.
  • The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2022.